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Portfolio (Quarterly) Guide ↗

Kraft, Davis & Associates, LLC

· CIK 0001919438
13F Portfolio $446M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 151 New
Page 5 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FTCS FIRST TR EXCHANGE-TRADED FD 6,160.0 $586K 0.13% NEW $95.18 -1.7%
82 BAR GRANITESHARES GOLD TR Financial Services 12,767.0 $577K 0.13% NEW $45.19 -2.2%
83 SGOL ETFS GOLD TR Financial Services 13,197.0 $577K 0.13% NEW $43.70 -2.3%
84 VOO VANGUARD INDEX FDS 875.0 $558K 0.12% NEW $638.03 +6.0%
85 PPA INVESCO EXCHANGE TRADED FD T 3,131.0 $549K 0.12% NEW $175.35 -5.4%
86 VFQY VANGUARD WELLINGTON FD 3,434.0 $542K 0.12% NEW $157.90 -0.1%
87 XLF SELECT SECTOR SPDR TR 9,780.0 $531K 0.12% NEW $54.26 -6.3%
88 BSJS INVESCO EXCH TRD SLF IDX FD 24,024.0 $530K 0.12% NEW $22.06 -1.7%
89 FBND FIDELITY MERRIMACK STR TR 11,330.0 $523K 0.12% NEW $46.17 -2.4%
90 IEFA ISHARES TR 5,670.0 $522K 0.12% NEW $92.10 +3.7%
91 QQEW FIRST TR EXCHANGE-TRADED FD 3,607.0 $515K 0.12% NEW $142.82 +1.6%
92 LFEQ VANECK ETF TRUST 8,830.0 $487K 0.11% NEW $55.19 +5.5%
93 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 7,540.0 $483K 0.11% NEW $64.08 -22.8%
94 GSLC GOLDMAN SACHS ETF TR 3,531.0 $475K 0.11% NEW $134.39 +3.6%
95 FCTR FIRST TR EXCHANGE-TRADED FD 12,172.0 $460K 0.10% NEW $37.77 -1.3%
96 FTA FIRST TR EXCHANGE-TRADED ALP 5,131.0 $454K 0.10% NEW $88.40 +5.3%
97 GRID FIRST TR EXCHANGE TRADED FD 2,725.0 $427K 0.10% NEW $156.52 +18.8%
98 JHML JOHN HANCOCK EXCHANGE TRADED 5,200.0 $425K 0.10% NEW $81.74 +5.5%
99 TDIV FIRST TR EXCHANGE TRADED FD 4,253.0 $423K 0.10% NEW $99.38 +11.0%
100 IWF ISHARES TR 865.0 $411K 0.09% NEW $475.67 -74.1%
Page 5 of 8  ·  151 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 45.1%
Technology 26.4%
Communication Services 12.2%
Consumer Cyclical 6.1%
Industrials 3.1%
Energy 2.4%
Healthcare 1.9%
Consumer Defensive 1.5%
Basic Materials 1.2%